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The question is why he attacks Brian Mcmaster. Certainly on a bitterly sarcastic and one crusade. MCm has a case to answer imo - it s just the tone is unpleasant.
just got another 50,000 but could not get 100,000 at this price or even 2 x 50,000 , added at 13 and now at 10.17 , if goes lower will get more
Back in @ 10p.
GLA
I'm afraid a person who has multiple ID's, all used exclusively to post negative comments about companies connected to Brian McMaster can't be considered an honest actor. More than willing to entertain opposing views but not this. Blocked
Who's is asking you to 'take influence'?
Certainly not me!
Why should I take influence from someone whose opinions stated as fact have proved to be erroneous?
Dust, so what happened to:
Harvest Minerals
Developing Fertiliser Projects
A FIRST, yet they didn't consider MAPA cert as a fertiliser as a significant event worth mentioning in the recent accounts.
Have a look at the KPf... website and try to find a reference to MAPA cert as a fertiliser, yes it is there but extremely hard to find.
Do a bit more research and explain to me why with such a large open mine site Harvest are currently increasing the site foot-print. And yes, it is relevant.
The stock markets looks at (or at least should) forward indicators. Few better that orders taken. Unless you start seeing orders getting cancelled in a meaningful way or you are suggesting cash is a concern (we have been told that the cash position is 'robust') it's a pointless argument.
PS: From my observation, anyone on the message boards who refers to the product as 'dust' hasn't got a great track record on price sensitive matters from my experience. I remember when the MAPA certification for remineraliser was being questioned. Now we are talking about a MAPA certified fertiliser :)
So the word 'sold', contrary to my understanding isn't past tense of 'sell', and also, doesn't really mean 'give something in exchange for money'?
I'm genuinely shocked this has gone under 10p again..
Whatever about the pedantic arguments around the sales figures here recently, I don't think under 10p here around now is remotely deserved.... so all I can do to help is buy some more, which I have done just now.. and I would buy more again into any further weakness ..
No doubt this now significant s/p fall is a meaningful set back - 20p plus here by year end would be a fine achievement now imho.. whereas, I would have said 30p plus by year end a month ago .. - oh well...but the race is long.. etc...
I worked in a main motor main dealer and in the motor trade a sale was not regestered internally until the unit cal delivered to the customer #justsaying
Yes, exactly that. It's the document that is raised when an order is taken. The clue is in the name. An invoice is raised when the order is completed. When you order a new car from the factory on a 6 month lead time, do you think it has already been assembled? Of course not, the components probably haven't even been manufactured yet. Exactly the same argument.
Thanks f15jcm- certainly a question for Brian tomorrow
So in the Harvest world of commerce:
'sales orders' equals dust that has been 'sold' but hasn't been 'invoiced'?
So it could be technically still in the ground? LOL
May be simpler if Harvest change their trading figure to just include dust that has been 'bought'?
The pedants are getting their knickers in a twist. Estate agents put a sold sign on houses when an offer is accepted, not when the keys are handed over. Sales order equals sold but does not equal invoiced. However my understanding is that invoiced effectively means paid as there is a kind of invoice finance facility in use with a Brazilian bank.
In the latest trading release they reported sold 47,339 tonnes in Q2/22.
If I said that's also the total amount of sales for H1/22 there is nothing written in the trading statement to counter that argument.
.
I get your point sold/ sales orders. Either way farmers want 117kt of product so far this year and they’ll be paying absolute bare minimum $40 USD per tonne :) cheers smalley :)
You said 'sold'!!
'We’ve sold 117kt going into strongest quarter traditionally.'
And now you're starting to make it up as you go.
They don't have that amount of storage capacity.!
Sales orders smalley, the farmers will be collecting those orders they placed earlier on in the year from the mine site in the last couple months past and next 4/5 months I’d imagine.
Do you really believe they sold 70,200k in Q1/22?
That equates to a production rate for 3months equal to >280ktpa and during rainy season.
I hear your say "but they might have 30kt already in storage", well if you look in the recent accounts you'll see a 'finished goods inventory' allowance of AU$25k so that would be less than AU$1 per tonne.
70,200t sold Q1/22?
LOL